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Earnings Call

SK Minerals & Additives Earnings Call: Key Takeaways

SK Minerals closed FY26 with ₹318cr revenue, a 50% YoY increase. The company is pivoting from trading to manufacturing, targeting a 50% revenue contribution from higher-margin specialty chemicals within three years.

Why this was an Alfa AlertManagement explicitly guides to scaling capacity to 18,000 MT and implies revenue growth potential >50% YoY as new capacities go live.
Highlights
Revenue growth50% YoY growth in FY26 reaching ₹318 crores.
MarginsManufacturing margins at 30%; new polymer additives expected at 40%.
Order bookCurrent order book at ₹55 crores (₹42 crores from government).
Demand visibilityStrong domestic demand; strategic shift to import substitution model.
Management confidenceHigh; citing unique 'Blue Ocean' product positioning in halogen-free retardants.

Growth

FY26 Revenue ₹318cr (+50% YoY), EBITDA margins rose to 10%, and PAT margin to 6%. Manufacturing volume reached 4,600 MT.

Outlook

Planned ₹20cr CAPEX for FY27-28 to expand capacity to 18,000 MT. Target 50% manufacturing revenue mix in 2-3 years.

Risks

Raw material price volatility (specifically from Jan onwards) and geopolitical disruptions affecting import-heavy supply chains.

Source

Earnings Call filed with BSE, BSE: 544584. Summary written with AI assistance from the document.

Read the document ↗

SK Minerals & Additives Ltd: key numbers

Share price
₹480.00
Market cap
₹587.5 Cr
Revenue (annual)
₹317.9 Cr
Net profit (annual)
₹18.12 Cr
P/E (TTM)
32.4×Sector 37.5×
Promoter holding
73.53%+0.00% QoQ
FII holding
1.37%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

SK Minerals & Additives Annual General Meeting

SK Minerals & Additives Ltd has announced its 4th Annual General Meeting for FY 2025-26, to be held on 30th September, 2026 via video conferencing.

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SK Minerals & Additives Limited has appointed Finportal Investments Private Limited as its Investor Relations agency. The company also designated a new email for investor queries.

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Board Meeting Outcome

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SK Minerals & Additives approved the 4th AGM for September 30, 2026, alongside re-appointments, auditor appointments, and revisions to borrowing and investment limits.

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Partnership

SK Minerals & Additives Partnership

SK Minerals & Additives Limited has signed a technical and commercial collaboration agreement with Italy-based iPOOL s.r.l. This partnership focuses on R&D for flame-retardant additives and compounds.

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iPOOL s.r.l.
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Board Meeting Date

SK Minerals & Additives Board Meeting Date

SK Minerals & Additives Ltd has scheduled a Board Meeting on September 07, 2026. The meeting will fix the 4th AGM date and approve the Annual Report.